Ask Questions About a Spreadsheet File

How to Ask Questions About a Spreadsheet File Using Natural Language with Sheetize AI

Sheetize AI lets you treat a spreadsheet like a conversational partner. Instead of digging through rows and formulas, simply ask a question in everyday language and receive the answer, a modified file, or a visual‑output on the fly.

Why Use Sheetize AI for Natural‑Language Spreadsheet Queries?

  • Conversational UI – Ask “What was the total sales for Europe in Q2?” and get the exact number instantly.
  • Context‑aware – The model understands sheets, tables, merged cells, formulas, and even embedded charts, so it can reference them correctly. - Unicode‑safe – Queries and answers support all languages, emojis, and special characters. - Zero‑install – Use the web UI, CLI, or REST API; no Office installation needed.
  • Cross‑platform – Works from Windows, macOS, Linux, or any environment that can make HTTP requests.

Asking Questions: Example Prompts

1. What are the top 5 products by revenue in the "Sales" worksheet? 
2. Show me a line chart of monthly expenses for the year 2023. 
3. Add a column called “Discount” that is 5 % of the “Amount” column. 
4. Summarize the average customer rating per region in the “Feedback” sheet. 
5. How many orders were placed on Fridays last month? 

Each prompt can return one of the following:

  • Plain answer (e.g., “Total revenue for Europe Q2 = $1,254,300”).
  • Modified file (e.g., a new “Discount” column added). - Visualization (e.g., an embedded chart image or a new chart sheet). ## Using the SDK for Q&A
using Sheetize.AI;

string ApiKey = "";
string ApiUrl = "https://llm.professionalize.com/v1/chat/completions";

Configuration.Model = Model.Recommended;
SheetizeAI sheetizeAI = new SheetizeAI(ApiKey, true, ApiUrl);

string result = await sheetizeAI.SpreadsheetQuestion("D:\\Sample.xlsx", "How many nights Christopher Wright will work?");
Console.WriteLine(result);

Best Practices for Effective Queries

  1. Be explicit – Mention sheet names, column headers, and any filters you need.
  2. Provide context – If the question depends on a prior result, include it (“Based on the Revenue column…”).
  3. Validate the response – Open the returned file or view the chart to ensure it matches expectations.
  4. Iterate – Refine your ask: “Show the same data but grouped by month instead of week.”
  5. Secure your API key – Keep it out of source control and rotate it regularly. — Ready to turn your spreadsheets into a conversational data source? Sign up for Sheetize AI, upload your file, and start asking questions in plain English. Happy querying!
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